+134.4%
NOK vs VLTO
-10.6%
+145.0%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.8% | +1.9% | +0.8% |
| 7D | +9.3% | -2.6% | +11.9% | +8.7% |
| 30D | +17.9% | -2.5% | +20.3% | +17.2% |
| 3M | -22.3% | +10.1% | -32.4% | -22.0% |
| 6M | +36.4% | +1.0% | +35.4% | +37.5% |
| YTD | +66.3% | -4.8% | +71.1% | +67.3% |
| 1Y | +134.4% | -9.3% | +143.8% | +135.1% |
| All | +134.4% | -10.6% | +145.0% | +135.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded VLTO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling